Tag Archives: tagging

For users with multiple trading accounts, we recommend using account tags to keep trades separated between accounts. Using account tags ensures that executions imported from one trading account won’t be merged with executions from another account.

Account tags work very well – with one big caveat: once you start using them, you must remember to use them on every import. If you miss one, the executions you import could be merged with trades from any account.

To help make sure you don’t forget, we’ve added a new checkbox underneath where you enter your account tag, on the Import Trades page:

If you check the “Require account tag for every import” box, Tradervue will remember the setting, and not let you complete an import without first entering an account tag. You can turn this off at any time, but if you’re using account tags, we recommend leaving it on.

We’ve written a short sample application in Python that uses the Tradervue API to add industry tags to your trades, based on their symbol. It’s only a sample – you’ll need to add the list of tags you want to use – but it demonstrates how to do it in a straightforward manner.

You could use this same code to add other tags to your trades as well. For example, you could add a “preferred” tag to all of your trades in preferred stocks.

When Tradervue first introduced tags, one of the common use cases was to use tags for separating multiple trading accounts. You could tag trades on import, and identify them with the specific account they came from.

This works great; however, there are two situations that offered challenges when using this approach:

If you trade the same symbols in multiple accounts, and one (or both) accounts hold this position open for longer than an import interval (e.g. if you import your trades daily, then an open overnight position in one or both accounts), or

If you use both long-term and short-term positions within a single account, and you want to track them separately

The reason for this is when importing new trades, Tradervue will look to see if there is already an open position in that symbol, and if so, it will apply new executions from your import to those positions. This is almost always what you want, except in the situations above.

To address this, we have added Account Tags. These are just regular tags, but when applied at import time, they have a special effect on the import. If you tag each of your imports with an account name of some sort, then trades from each account will be kept completely separate.

To use account tags, after you’ve selected your broker/platform on the Tradervue import page, you’ll see a “Use an account tag for this import” link:

Click that link, and you’ll be able to enter an account tag:

Stay consistent – if you decide to use account tags to segregate your trades between multiple accounts, then use them every time.

UPDATE 5/5/2016: you can now check the “Require account tag for every import” box to ensure you don’t forget to use an account tag; more details here.

If you’re using account tags, take a moment to read the help page about them; having an understanding of how they affect the import will allow you to use them in many situations to control the way trades are imported.

Account Tags are available for use today for all silver and gold users; and normal tags are of course still available for everyone.

You can quickly build filters to narrow down your data, but what if you wanted to see which unique combinations of entry criteria were most effective? To address this, we have added a new way to look at your tags, by clicking on the “Tag Combinations” button on the reports Tag Breakdown tab. This shows you the unique combinations of tags you have used:

You can combine this Tag Combination report with tag (and other) filters, as you would expect.

This new tag combination report is available now for all Silver and Gold users. If you haven’t tried all of the reporting and analysis capabilities of the silver or gold plans, you can try them out with a free 7-day trial!

(Free trial available to users who have not been on a premium plan in the past; if you’re eligible, you will see a note to that effect on the Plans & Billing tab when you go to upgrade.)

Another of the new reports introduced last week is the Tag Breakdown report. Here’s an example:

It shows you each of your tags, along with the number of trades using that tag and the total or average P&L for each of them.

If you’re using tags for the setups you’re trading, for example, then it’s easy to see very quickly which setups are working this week, and which ones aren’t. I’ve spoken to several folks who have sometimes been surprised; they thought a setup was working ok, but in reality it was responsible for the largest losses of the week/month/etc. When combined with the trade filter, this new report makes that information quickly available.

It’s now possible to tag all of the trades at once for a given import. If, for example, you have multiple trading accounts, you can apply tags to the trades from each account. Or if you have some “simulator” trades and some live trades, you can tag all of the simulator trades with, say, “demo”.

On the Tradervue Import Trades page, you will now see a link to add tags:

And once you click that link, you can add tags which will be applied to all trades you are about to import:

Tags are a great way to really drill down when analyzing your trading performance…this should make it easier to tag large groups of trades!